Next Financial Group Data Breach Investigation

Turke & Strauss LLP, a leading data breach law firm, is investigating Next Financial Group, Inc. regarding its recent data breach. The Next Financial Group data breach involved sensitive personal identifiable information belonging to over 1,000 individuals.


Next Financial Group is a financial services company offering financial advisory services to businesses. As a financial management and advisory firm, Next Financial Group provides marketing services, integrated technology, investment options, back-office support, and transition support to its clients. Founded in 1998, Next Financial Group began with the goal of creating an advisor-owned company. Today, Next Financial Group has held on to those core values while growing into a firm with annual revenue of over $125 million. Headquartered in Houston, Texas, Next Financial Group employs approximately 200 individuals.


On May 10, 2023, Next Financial Group discovered that it had experienced a data breach in which the sensitive personal identifiable information in its systems may have been accessed. Through its investigation, Next Financial Group determined that an unauthorized actor may have accessed this sensitive on May 10, 2023. On November 6, 2023, Next Financial Group began contacting individuals whose information may have been impacted. The type of information exposed includes:

  • Name
  • Social Security number
  • Date of birth
  • Driver’s license number
  • Financial account information

If you received a breach notification letter from Next Financial Group, Inc. :

We would like to speak with you about your rights and potential legal remedies in response to this data breach. Please fill out the form, below, or contact us at (608) 237-1775 or

If you were impacted by the Next Financial Group data breach, you may consider taking the following steps to protect your personal information.

  1. Carefully review the breach notice and retain a copy;
  2. Enroll in any free credit monitoring services provided by Next Financial Group, Inc.;
  3. Change passwords and security questions for online accounts;
  4. Regularly review account statements for signs of fraud or unauthorized activity;
  5. Monitor credit reports for signs of identity theft; and
  6. Contact a credit bureau(s) to request a temporary fraud alert.

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